This procedure is used to conduct a detailed monthly analysis of business performance, recording total sales, transactions, and customer feedback. It helps to assess customer satisfaction and set specific goals for the following month, while identifying areas for improvement.

This procedure is used to collect detailed information on the monthly sales report, including revenue, customer satisfaction, and performance analysis, in order to better guide sales strategies and improve interactions with customers for the following month.

This procedure allows sales professionals to submit a monthly report of their activities, including sales, acquiring new clients, customer feedback, and setting objectives for the following month.

Easily and quickly carry out your customer satisfaction surveys.

Qualify your prospects through this detailed procedure. A well-filled prospect information sheet allows the sales team to better understand the needs and interests of the prospect, thus facilitating the sales process and promoting a more personalized and effective approach.

This procedure is dedicated to the structured collection of information on interactions with clients. It includes fields to enter details about the client, the nature of the interaction, and the commercial potential of the relationship. This allows for the consolidation of data for better management and tracking of clients.

This procedure allows customer service teams to enter and track information regarding customer complaints. The fields detail the type of complaint, problem description, actions taken, and whether the complaint has been resolved, thereby ensuring effective management and rapid resolution of customer issues.

Ensure an effective response to your clients' needs while maintaining their quality and satisfaction.

This procedure is used to record the details of each interaction with customers, including the company name, the main contact, the purpose and summary of the interaction, as well as the estimated transaction value. It also allows for assessing customer satisfaction and determining whether they wish to be contacted again, thus ensuring effective and personalized follow-up on customer relationships.